Del Principe O'Brien Financial Advisors

Del Principe | O’Brien Financial Advisors provides discretionary portfolio management, financial planning, and targeted consulting to private individuals, high‑net‑worth clients, and institutional entities such as pension trusts, nonprofits, estates and business entities. The firm offers ongoing separate‑account portfolio design and monitoring alongside hourly consulting engagements covering tax planning, retirement and estate planning, insurance reviews, and business succession.

The adviser uses a model‑portfolio, separate‑account (hub‑and‑spoke) structure and emphasizes capital preservation, tax efficiency, and behavioral‑economics informed asset allocation. Its JDP Value Portfolio is a concentrated, bottom‑up value strategy (typically 5–20 securities) that treats each holding as a business; the firm supplements fundamental research with technical, quantitative and cyclical tools and may employ short sales, margin and option strategies when appropriate.

Notably, the firm requires clients to custody assets at Interactive Brokers and does not permit client‑directed brokerage, and it operates on a discretionary basis with fee debiting authorized through the custodian rather than taking custody of client assets. As a small practice managing roughly $33 million across about 100 client accounts, it combines a concentrated value‑oriented strategy and capacity for more advanced trading techniques with periodic, standalone advisory work.